How to Set Up the Slip Approval Feature in Sage Timeslips - dummies

How to Set Up the Slip Approval Feature in Sage Timeslips

By Elaine Marmel

Setting up the Slip Approval feature in Sage Timeslips is a three-part process. If you need to assign approver rights to many timekeepers, set up a separate security profile that assigns those rights and then assign that profile to the appropriate timekeepers.

  1. Enable the feature.

  2. Assign the right to approve slips to selected timekeepers.

  3. Identify the timekeepers whose slips require approval.

To perform the first two parts of the process, you enable security for your Timeslips database. For details on setting up security in general.

To enable the Slip Approval feature, choose Setup→Security→Global. In the Global Security dialog box that appears, select the Enable Slip Approval check box and click OK.

Next, if you have only one or two approvers, you can edit their timekeeper rights in the Timeslips security feature to give them the right to approve slips by following these steps:

  1. Choose Setup→Security→Timekeeper Rights.

    Timeslips displays the Timekeeper Security window.

  2. Enter the Supervisor password and then click OK.

  3. Select the timekeeper to whom you want to assign approval rights, and then click the Open button.

    Timeslips displays the timekeeper’s security profile in the Timekeeper Security Setting dialog box.


  4. Open the Area list and choose Slip.

  5. Select the Change Slip Approval Status check box.

    Click the check box to the left of the option, not the one in the Profile column. If you click the check box in the Profile column, you add the right to approve slips to the profile (that’s the Default profile) and all timekeepers who use that profile will then have slip approval rights.

  6. Click OK.

To perform the last part of the process of enabling slip approval, use the Timekeeper Information window:

  1. Choose Names→Timekeeper Info.

    Timeslips displays the Timekeeper Information List window.

  2. Double-click a timekeeper whose slips need to be approved.

  3. Select the Slips Require Approval to Be Billed check box.

  4. Click the Save (disc) button on the vertical toolbar.